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Colgate-Palmolive

1,417 hedge funds and large institutions have $42.7B invested in Colgate-Palmolive in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 457 increasing their positions, 599 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 74.64%75.7% (+1.1%)

6% less call options, than puts

Call options by funds: $415M | Put options by funds: $439M

9% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 93

1% less funds holding

Funds holding: 1,4381,417 (-21)

9% less capital invested

Capital invested by funds: $46.7B → $42.7B (-$4.04B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

24% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 599

Holders
1,417
Holders Change
-21
Holders Change %
-1.46%
% of All Funds
32.44%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.46%
New
85
Increased
457
Reduced
599
Closed
93
Calls
$415M
Puts
$439M
Net Calls
-$24.2M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
901
Baldwin Wealth Partners
Massachusetts
$569K +$9.81K +150 +2%
GLA
902
Great Lakes Advisors
Illinois
$564K -$11.3K -172 -2%
LOAME
903
Lombard Odier Asset Management (Europe)
United Kingdom
$562K
S
904
SignatureFD
Georgia
$561K -$9.03K -138 -2%
ACM
905
Adalta Capital Management
New York
$561K
SCP
906
Sandhill Capital Partners
New York
$560K -$4.38K -67 -0.8%
BAM
907
Belpointe Asset Management
Nevada
$558K +$563K +8,611 New
WPW
908
Winthrop Partners - WNY
New York
$557K -$78.5K -1,200 -12%
CCM
909
Cox Capital Management
Massachusetts
$556K +$562K +8,587 New
WF
910
WealthTrust Fairport
Ohio
$553K +$509K +7,776 +1,037%
CWM
911
Concentric Wealth Management
California
$552K +$262 +4 +0%
FG
912
Fiduciary Group
Georgia
$546K
MMPW
913
Mitchell McLeod Pugh & Williams
Alabama
$545K
SWM
914
Segment Wealth Management
Texas
$544K
BRWA
915
B. Riley Wealth Advisors
Florida
$543K +$36.6K +559 +7%
Jones Financial Companies
916
Jones Financial Companies
Missouri
$539K +$59.5K +909 +12%
BBA
917
Braun-Bostich & Associates
Pennsylvania
$538K +$529K +8,081 +3,690%
SWM
918
SeaCrest Wealth Management
New York
$537K +$10.9K +166 +2%
CF
919
Centaurus Financial
California
$535K +$322K +4,924 +148%
PFS
920
Prospera Financial Services
Texas
$532K +$3.4K +52 +0.6%
MPIA
921
Mountain Pacific Investment Advisers
Idaho
$531K -$39.2K -600 -7%
AW
922
ACG Wealth
Georgia
$530K +$2.35K +36 +0.4%
MGIA
923
Moneta Group Investment Advisors
Missouri
$529K +$434K +6,634 +433%
AB
924
AT Bancorp
Iowa
$526K
MC
925
Montag & Caldwell
Georgia
$525K -$85K -1,300 -14%

CL Hedge Fund Activity: Q2 2018 in Review

1,417 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Colgate-Palmolive (CL) for Q2 2018, worth a combined $42.7B — down 8.7% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CL and 85 opened new positions — a net loss of 8 holders — while 599 trimmed existing stakes and 457 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $431M.

  • 1,417 institutional investors held Colgate-Palmolive (CL) as of Q2 2018, down from 1,438 in Q1 2018.
  • Funds reported $42.7B of Colgate-Palmolive stock for Q2 2018, down 8.7% quarter-over-quarter.
  • 85 funds opened new Colgate-Palmolive positions in Q2 2018 and 93 closed out, a net change of -8 holders.
  • The largest Colgate-Palmolive buyer in Q2 2018 was Loomis, Sayles & Company, an estimated $626M added.
  • The largest Colgate-Palmolive seller in Q2 2018 was Fidelity Investments, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2018.